-2.7%
SMCI vs BA
-8.9%
+6.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.8% | +3.7% | +4.0% |
| 7D | +6.8% | +1.2% | +5.6% | +5.9% |
| 30D | +30.6% | -11.6% | +42.2% | +42.5% |
| 3M | -15.6% | -2.4% | -13.2% | -14.4% |
| 6M | +21.3% | -6.6% | +27.9% | +22.7% |
| YTD | +35.3% | -2.2% | +37.5% | +34.2% |
| 1Y | -2.7% | -8.0% | +5.3% | -2.0% |
| All | -2.7% | -8.9% | +6.2% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling